• Serve as the primary virtual point of contact for new and incoming clients • Initiate outbound calls, emails, and messages to welcome and onboard clients • Engage in conversations to discover client needs and goals • Clearly explain service offerings and recommend next steps • Schedule follow-up calls or connect clients with the right team members • Maintain detailed and accurate client records in our CRM system

• Plan and facilitate the onboarding process for new customers • Work directly with customers to answer questions and troubleshoot issues • Deliver tailored training sessions and create documentation • Collaborate with cross-functional teams to ensure a seamless onboarding experience • Monitor user adoption and identify churn risks • Provide feedback for continuous improvement and track key metrics

• Own the full information collection process for every new Arryva property owner from signed agreement through completed handoff to the operations partner • Build and manage automated reminder sequences that keep new owners moving through the onboarding checklist without requiring manual follow-up at every step • Prepare and submit complete property packages to the operations partner once all required information has been collected and verified • Maintain a warm, professional, and proactive communication style with every new owner throughout the onboarding process

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.